Estate Planning

How will you be remembered?

Learn how you can give special blessings to your loved ones for years. Find out how to save taxes with year-end gifts and how your will can make a difference. Extra steps now will give you peace of mind and provide the insurance your family needs.

Explore the various options RISE Life Services offers in Estate Planning. Click on the below links to review more details on each.

6 Ways to Save Taxes While Supporting RISE Life Services

The end of the year is an ideal time to take stock of your financial situation and decide which assets are best to use in making charitable gifts to your favorite organizations. Fortunately, because the tax laws are favorable, there are many options open to you, some of which can fit in very nicely with your overall financial objectives and actually enhance your – or your family’s – financial security.
Among the choices you have are:

  • Donate Cash
  • Contribute Securities That Have Risen in Value
  • Make a Gift of Life Insurance
  • Use a Retirement Account to Make a Future Gift
  • Designate a Bank Account for RISE Life Services
  • Give a Gift that Can Pay You (or a Loved One) An Income

Download PDF to learn more

It may surprise you to you know that as many as 8 out of 10 Americans never get around to writing a will. Many people think that a will is necessary only if they have considerable wealth, a family and children to provide for, or to reduce taxes.

In fact, there are many other reasons to have a will. Drawing a will is the best way to en­sure that the fruits of your life’s labors are distributed in accordance with your wishes and that your heirs will be adequately pro­vided for.

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If you haven’t drawn up your Will…
you may unintentionally be doing yourself and your heirs a disservice.
In the absence of a Will, your property may be distributed in a manner contrary to your wishes, and unnecessary taxes and expenses may be incurred.

Drawing a Will is the way to ensure that the fruits of your life’s labors are distributed in accordance with your personal wishes. Otherwise, state law will deter­mine how and to whom your property is distributed, regardless of what your intentions may be.

Download PDF to learn more…

How will you be remembered?

Few of us will actually change the course of history, write a timeless symphony, or cure a terrible disease, but everyone has an opportunity to leave an imprint on the world and make a difference in the lives of others.

By raising our children to be kind and generous, helping people in need, contributing time and effort in community ser­vice, and bringing enjoyment to others through whatever talents and abilities we have, we can all help to make the world a better place.

Every day, throughout the country, countless not-for-profit organizations address society’s health, humanitarian, educa­tional, cultural, social, economic and spir­itual needs. By supporting their efforts through estate-planned charitable giving, we can help to assure ourselves – and future generations – of better and more fulfilling lives.

Download the PDF to learn more

Ways to Give Life Insurance

Here are just a few of the possible ways to use insurance in your charitable giving:

  • Donate an “obsolete” policy
  • Name us as a full or partial beneficiary.
  • Assign policy dividends to us.
  • Assign “excess” group term insurance.
  • Insurance can help maximize income for a surviving spouse, and enable you to make a charitable gift, too.

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How Will You Be Remembered?

Everyone wants to leave behind a non- material legacy – one that reflects the relationships we cherished, the impact we’ve had on others, and the truths and values by which we lived. That kind of legacy lives on in our children and in others whose lives we’ve touched.

Though most of us do our best to teach our children humanistic values, such as being kind and generous, especially to those less fortunate, there is no better way to instill values than to lead by example. It is never too early to begin.

That’s the idea behind RISE’s Special Blessings program. It’s a unique way to make a gift to a child, grandchild or other loved one, on a special occasion, instilling some of your personal values at the same time.

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To find out more about Estate Planning, and have your questions answered, please call (631) 727-6220 extension 203.